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LP

Longaeva Partners Portfolio holdings

AUM $2.7B
1-Year Est. Return 37.16%
This Fund
S&P 500
This Quarter Est. Return
+7.51%
1 Year Est. Return
+37.16%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.19B
AUM Growth
+$499M
Cap. Flow
+$465M
Cap. Flow %
39.04%
Top 10 Hldgs %
42.12%
Holding
162
New
85
Increased
11
Reduced
21
Closed
43

Top Buys

Rank Stock Value
1
BDX icon
Becton Dickinson
BDX
+$25M
2
GENI icon
Genius Sports
GENI
+$24.9M
3
MS icon
Morgan Stanley
MS
+$23.8M
4
NVO
Novo Nordisk
NVO
+$22.7M
5
PNC icon
PNC Financial Services
PNC
+$20.5M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$41.5M
2
STUB
StubHub Holdings
STUB
+$19.6M
3
BTSG icon
BrightSpring Health Services
BTSG
+$15.7M
4
VIK icon
Viking Holdings
VIK
+$14.9M
5
MBLY icon
Mobileye
MBLY
+$12.3M

Sector Composition

Rank Sector Weight
1 Financials 22.25%
2 Healthcare 18.37%
3 Consumer Discretionary 11.91%
4 Technology 8.62%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STUB
26
CALL
StubHub Holdings
STUB
$3.1B
$13.5M 1.13%
1,000,000
-125,000
-11% -$1.97M
BEN icon
27
Franklin Resources
BEN
$16.9B
$13.4M 1.13%
+562,264
New +$12.9M
KKR icon
28
KKR & Co
KKR
$89.2B
$13.4M 1.13%
+105,345
New +$13.1M
TOST icon
29
Toast
TOST
$16.8B
$12.1M 1.02%
+340,925
New +$12.3M
BIRK icon
30
Birkenstock
BIRK
$7.47B
$10.5M 0.88%
256,156
-100,134
-28% -$4.24M
UNH icon
31
UnitedHealth
UNH
$382B
$10.2M 0.86%
30,967
-4,494
-13% -$1.52M
FIS icon
32
Fidelity National Information Services
FIS
$21.5B
$10.1M 0.85%
+151,695
New +$10M
BETA
33
Beta Technologies Inc
BETA
$4.2B
$9.86M 0.83%
+349,608
New +$10.4M
GLBE icon
34
Global E Online
GLBE
$6.08B
$9.42M 0.79%
+239,726
New +$8.89M
HBAN icon
35
Huntington Bancshares
HBAN
$35.1B
$9.22M 0.77%
+531,414
New +$8.72M
CNC icon
36
Centene
CNC
$31.3B
$9.2M 0.77%
+223,597
New +$8.37M
WTFC icon
37
Wintrust Financial
WTFC
$10.7B
$9.05M 0.76%
+64,715
New +$8.61M
NTRS icon
38
Northern Trust
NTRS
$22.2B
$9.01M 0.76%
+65,972
New +$8.66M
MNST icon
39
Monster Beverage
MNST
$91.4B
$8.88M 0.75%
+115,867
New +$8.3M
HLNE icon
40
Hamilton Lane
HLNE
$3.63B
$8.54M 0.72%
+63,619
New +$8M
RKT icon
41
Rocket Companies
RKT
$36.9B
$8.46M 0.71%
+436,794
New +$7.81M
NIQ
42
NIQ Global Intelligence PLC
NIQ
$3.17B
$8.2M 0.69%
497,489
+396,617
+393% +$5.8M
TXN icon
43
Texas Instruments
TXN
$255B
$8.18M 0.69%
+47,164
New +$8.08M
SSB icon
44
SouthState Bank Corp
SSB
$10.3B
$8.11M 0.68%
+86,192
New +$7.98M
SFM icon
45
Sprouts Farmers Market
SFM
$7.04B
$8.1M 0.68%
101,644
+77,099
+314% +$6.92M
ARES icon
46
Ares Management
ARES
$28.5B
$7.96M 0.67%
+49,253
New +$7.67M
CTSH icon
47
Cognizant
CTSH
$21.5B
$7.85M 0.66%
+94,606
New +$7.08M
AMG icon
48
Affiliated Managers Group
AMG
$9.46B
$7.65M 0.64%
+26,553
New +$6.86M
MC icon
49
Moelis & Co
MC
$4.98B
$7.61M 0.64%
+110,660
New +$7.39M
SVRA icon
50
Savara
SVRA
$1.13B
$7.51M 0.63%
+1,246,042
New +$6.1M
1
2
3 4 5

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Longaeva Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Longaeva Partners held 162 positions worth $1.19B, up 72% from $694M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Longaeva Partners deployed $465M of net new capital in Q4 2025, opening 85 new positions and adding to 11 existing holdings. Its largest new stake was Becton Dickinson: 131,330 shares worth $25.5M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 7.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was StubHub Holdings, an estimated $19.6M trimmed.

  • Longaeva Partners's largest Q4 2025 buy was Becton Dickinson: 131,330 shares worth $25.5M.
  • Longaeva Partners added most to Amazon in Q4 2025, an estimated $11.1M increase.
  • Longaeva Partners's biggest Q4 2025 reduction was StubHub Holdings, cutting an estimated $19.6M.
  • Longaeva Partners fully exited Hologic in Q4 2025, selling an estimated $41.5M.
  • Longaeva Partners's ten largest holdings make up 42% of its $1.19B portfolio in Q4 2025.
  • Longaeva Partners opened 85 new positions and closed 43 in Q4 2025.
  • Longaeva Partners's portfolio value rose 72% quarter-over-quarter to $1.19B.

Based on Longaeva Partners's 13F filing for Q4 2025, filed 17 Feb 2026.